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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,411 | $174,379-48.2% | $152,093-40.6% | $138,895-34.9% |
| Participation rate | 91.7% | 81.6%+10.0pp | 77.8%+13.9pp | 79.9%+11.7pp |
| Annual return | 8.80% | 74.86%-66.1pp | 66.36%-57.6pp | 145.39%-136.6pp |
| Employer contribution / active EE | $7,371 | $4,652+58.4% | $4,175+76.6% | $4,194+75.7% |
| Participant deferral / active EE | $4,716 | $6,159-23.4% | $5,451-13.5% | $6,396-26.3% |
| Admin fee / account holder | $30,827 | $16,880+82.6% | $14,497+112.6% | $12,562+145.4% |